Vermögensberater Versicherungen Bankenvertrieb (m/w/d)
Hybrid
Core
Find insurance solutions for wealthy private customers of Volks- and Raiffeisen banks and guide them personally or digitally toward more security.
Role type
Insurance sales advisor (wealth management)
Builds
Individual insurance concepts for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance sales, customer relationship management, needs analysis, digital affinity
Preferred skills
Market opportunity identification, team support
Responsibilities
Identify insurance needs of wealthy private clients, build and maintain client relationships, develop individual insurance concepts, support sales partners with market knowledge